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McNamara Financial Services’s State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

McNamara Financial Services’s Portfolio SJNK Stock Details SJNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,100
Closed -$299K – 72
2015
Q3 		$299K Buy
11,100
+1,000
+10% +$28K 0.31% 49
2015
Q2 		$292K Hold
10,100
– – 0.28% 56
2015
Q1 		$295K Hold
10,100
– – 0.27% 60
2014
Q4 		$292K Buy
+10,100
New +$298K 0.27% 61

Other funds holding SJNK

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McNamara Financial Services's SJNK Position: Q4 2015 in Review

McNamara Financial Services sold out of State Street SPDR Bloomberg Short Term High Yield Bond ETF (SJNK) in Q4 2015, closing a stake of 11,100 shares — an estimated $299K sold.

McNamara Financial Services first reported a position in SJNK in Q4 2014 and held it in 4 quarters. The position peaked at $299K in Q3 2015. 194 funds tracked by Wall St. Rank hold SJNK as of Q4 2015.

  • McNamara Financial Services reported no remaining State Street SPDR Bloomberg Short Term High Yield Bond ETF position as of Q4 2015 after selling out during the quarter.
  • McNamara Financial Services sold 11,100 State Street SPDR Bloomberg Short Term High Yield Bond ETF shares in Q4 2015, an estimated $299K.
  • McNamara Financial Services first reported a position in State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q4 2014 and held it in 4 quarters.
  • McNamara Financial Services's State Street SPDR Bloomberg Short Term High Yield Bond ETF position peaked at $299K in Q3 2015.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term High Yield Bond ETF as of Q4 2015.

Based on McNamara Financial Services's 13F filing for Q4 2015, filed 27 Jan 2016.